Advocis Golden Triangle: Winning Strategies - Sponsor PD Day
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Organized by: Advocis Golden Triangle Chapter — https://www.eventbrite.com/o/21609849424
Reignite your passion. Sharpen your edge.
Join us for two high‑impact sessions designed to elevate client conversations and planning.
Winning Strategies: Unlocking Family & Business Planning Opportunities.
� Reignite your passion. Sharpen your edge.
Join Advocis Golden Triangle for a high‑impact seminar featuring two powerful sessions designed to strengthen your client conversations and elevate your planning approach.
Topic 1: Intergenerational Wealth Transfer Strategies
Presented by Brett Medland, Equitable Life
Explore practical, effective strategies for guiding families through wealth transfer. Learn how to position insurance solutions within multi‑generation planning, address common challenges, and support clients with clarity during major financial transitions.
Topic 2: Opening Doors to Insurance Conversations with Business Owner Prospects
Presented by Dave Thompson, Manulife
Discover simple, effective ways to start conversations with NEW business owner clients about the tax advantages of term life insurance.
You’ll learn how to:
• Introduce the concept of “hiring an employee” who returns every dollar paid
• Highlight the unique benefits of permanent, cash‑value life insurance as a corporate tax‑exempt asset
• Use real‑life success stories to build trust and spark meaningful planning discussions
This session gives advisors practical language, proven approaches, and fresh insights to help deepen relationships with both families and business owners.
LUNCH INCLUDED
Tuesday Nov 17th, 2026
9:30 A.M. to 1:00 P.M. (Eastern Time)
Ken Seiling Waterloo Region Museum - 10 Huron Rd, Kitchener, ON
Ticket Details:
Are you a Golden Triangle 2026 Passholder? You are able to attend complimentary, as part of your passholder package.During the checkout use your Passholder Promo Code as the promotional code to unlock the member rate.
Golden Triangle 2026 Passholder: FREE
Members: $25.00 + HST
Non-members: $50.00 plus HST
Do you need assistance using your Advocis ID or promo code at checkout? Click here for a short video to assist you.
Tickets are available on a first-come, first-serve basis. Please purchase by Nov 15th, 2026 at 11:30 P.M. EDT. Be sure to register early!
Presenters:
Dave Thompson
Director, Individual Insurance Sales, Manulife
Dave is a Manulife Insurance Wholesaler for Southwestern Ontario based in London.
He has 32 years of experience in our business, started with London Life in 1992 where he spent 6 years as an agent and Sales Manager. The next 9 years were spent with Investors Group as an Insurance Planning Specialist and National Team Leader. 17 years ago, he moved to Manulife as an Insurance Wholesaler.
Dave and his team strive to make it easy for Advisors to help their best clients with their insurance and estate planning needs. Dave works with Advisors and their teams to highlight the value and unique benefits of insurance and estate planning for wealthy clients. He works with advisors and clients to help them achieve their objectives by implementing thoughtful and effective estate plans.
During his 32 years in the business Dave has obtained his CFP, CLU and CHS designations and considers himself a “student of the business”.
Dave is an avid hockey player. He is both a Winnipeg Jets and a Leafs fan. In summer he enjoys working around the house and yard, entertaining friends, cycling and golfing. He cherishes spending family time with his partner Lynne and their 4 children. A “fun fact” is that Dave is learning to speak Spanish as part of a plan to spend winters someplace warm and sunny when he retires.
Brett Medland, CLU - Director, Insurance Sales| Equitable
Brett Medland recently joined Equitable as Director of Insurance Sales in Southwestern Ontario. Brett most recently worked as a Business Development Executive at an MGA and prior to that was a wholesaler with another major carrier. Brett is based in Waterloo and is a graduate of Wilfrid
Laurier University where he also played varsity baseball. He recently obtained his Chartered Life Underwriter Designation and is committed to continuous learning and development.
Questions:
If you have any questions or concerns regarding this event, please reach out to the Advocis Golden Triangle chapter at [email protected].
Thank you to our 2026 Sponsors:
Reignite your passion. Sharpen your edge.
Join us for two high‑impact sessions designed to elevate client conversations and planning.
Winning Strategies: Unlocking Family & Business Planning Opportunities.
� Reignite your passion. Sharpen your edge.
Join Advocis Golden Triangle for a high‑impact seminar featuring two powerful sessions designed to strengthen your client conversations and elevate your planning approach.
Topic 1: Intergenerational Wealth Transfer Strategies
Presented by Brett Medland, Equitable Life
Explore practical, effective strategies for guiding families through wealth transfer. Learn how to position insurance solutions within multi‑generation planning, address common challenges, and support clients with clarity during major financial transitions.
Topic 2: Opening Doors to Insurance Conversations with Business Owner Prospects
Presented by Dave Thompson, Manulife
Discover simple, effective ways to start conversations with NEW business owner clients about the tax advantages of term life insurance.
You’ll learn how to:
• Introduce the concept of “hiring an employee” who returns every dollar paid
• Highlight the unique benefits of permanent, cash‑value life insurance as a corporate tax‑exempt asset
• Use real‑life success stories to build trust and spark meaningful planning discussions
This session gives advisors practical language, proven approaches, and fresh insights to help deepen relationships with both families and business owners.
LUNCH INCLUDED
Tuesday Nov 17th, 2026
9:30 A.M. to 1:00 P.M. (Eastern Time)
Ken Seiling Waterloo Region Museum - 10 Huron Rd, Kitchener, ON
Ticket Details:
Are you a Golden Triangle 2026 Passholder? You are able to attend complimentary, as part of your passholder package.During the checkout use your Passholder Promo Code as the promotional code to unlock the member rate.
Golden Triangle 2026 Passholder: FREE
Members: $25.00 + HST
Non-members: $50.00 plus HST
Do you need assistance using your Advocis ID or promo code at checkout? Click here for a short video to assist you.
Tickets are available on a first-come, first-serve basis. Please purchase by Nov 15th, 2026 at 11:30 P.M. EDT. Be sure to register early!
Presenters:
Dave Thompson
Director, Individual Insurance Sales, Manulife
Dave is a Manulife Insurance Wholesaler for Southwestern Ontario based in London.
He has 32 years of experience in our business, started with London Life in 1992 where he spent 6 years as an agent and Sales Manager. The next 9 years were spent with Investors Group as an Insurance Planning Specialist and National Team Leader. 17 years ago, he moved to Manulife as an Insurance Wholesaler.
Dave and his team strive to make it easy for Advisors to help their best clients with their insurance and estate planning needs. Dave works with Advisors and their teams to highlight the value and unique benefits of insurance and estate planning for wealthy clients. He works with advisors and clients to help them achieve their objectives by implementing thoughtful and effective estate plans.
During his 32 years in the business Dave has obtained his CFP, CLU and CHS designations and considers himself a “student of the business”.
Dave is an avid hockey player. He is both a Winnipeg Jets and a Leafs fan. In summer he enjoys working around the house and yard, entertaining friends, cycling and golfing. He cherishes spending family time with his partner Lynne and their 4 children. A “fun fact” is that Dave is learning to speak Spanish as part of a plan to spend winters someplace warm and sunny when he retires.
Brett Medland, CLU - Director, Insurance Sales| Equitable
Brett Medland recently joined Equitable as Director of Insurance Sales in Southwestern Ontario. Brett most recently worked as a Business Development Executive at an MGA and prior to that was a wholesaler with another major carrier. Brett is based in Waterloo and is a graduate of Wilfrid
Laurier University where he also played varsity baseball. He recently obtained his Chartered Life Underwriter Designation and is committed to continuous learning and development.
Questions:
If you have any questions or concerns regarding this event, please reach out to the Advocis Golden Triangle chapter at [email protected].
Thank you to our 2026 Sponsors:
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Where is it happening?
Ken Seiling Waterloo Region Museum, 10 Huron Road, Kitchener, ON N2P 2R7, CA, Canada
Event Location & Nearby Stays:
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